See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,285 | $89,355+26.8% | $141,162-19.7% | $72,985+55.2% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 28.18% | 111.85%-83.7pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,678 | $3,114-46.1% | $4,735-64.6% | $2,440-31.2% |
| Participant deferral / active EE | $5,522 | $5,418+1.9% | $6,709-17.7% | $3,607+53.1% |
| Admin fee / account holder | $3,577 | $5,958-40.0% | $10,261-65.1% | $5,124-30.2% |